Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.7M
3
+$34.6M
4
AMGN icon
Amgen
AMGN
+$28.8M
5
ABB
ABB Ltd
ABB
+$27.4M

Top Sells

1
+$60.3M
2
+$44.5M
3
+$35.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$32.5M
5
USB icon
US Bancorp
USB
+$29M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.44M 0.04%
298,838
+1,515
427
$4.41M 0.04%
173,772
+1,975
428
$4.41M 0.04%
92,188
+2,415
429
$4.4M 0.04%
43,175
+604
430
$4.35M 0.04%
162,088
+110,820
431
$4.34M 0.04%
99,403
+965
432
$4.32M 0.04%
160,254
+3,804
433
$4.29M 0.03%
71,288
-727
434
$4.26M 0.03%
157,845
+20,549
435
$4.24M 0.03%
51,206
+472
436
$4.22M 0.03%
22,686
+852
437
$4.21M 0.03%
326,738
+4,310
438
$4.18M 0.03%
85,517
+688
439
$4.16M 0.03%
40,233
-117
440
$4.15M 0.03%
73,876
-1,828
441
$4.15M 0.03%
25,674
-240
442
$4.11M 0.03%
42,310
+31,007
443
$4.08M 0.03%
218,704
+16,194
444
$4.04M 0.03%
26,721
+5,653
445
$4.03M 0.03%
206,350
+27,329
446
$4.03M 0.03%
95,558
-3,027
447
$3.99M 0.03%
45,258
+3,983
448
$3.96M 0.03%
307,632
+17,600
449
$3.94M 0.03%
122,436
-11,749
450
$3.94M 0.03%
37,447
-1,774
16 17
18
19 20